How-to

Client and provider management

Last updated : 02 Sep 2024

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Aamali ERP's client and provider management module streamlines the management of client and provider relationships, offering a range of features to enhance efficiency and customer satisfaction:

  • Client profile management: Users can create and maintain detailed profiles for each client, including contact information, billing preferences, transaction history, and communication logs. This centralized database facilitates personalized interactions, tailored marketing efforts, and efficient customer support.
  • Provider profile management: Similarly, users can manage comprehensive profiles for providers, containing details such as contact information, service offerings, contract terms, and performance metrics. This enables effective vendor management, contract negotiation, and quality assurance.
     

Key features 

  • Communication tools: Aamali ERP provides integrated communication tools, including email templates, messaging systems, and task assignment features, facilitating seamless communication with clients and providers. Users can track communications, schedule follow-ups, and collaborate on projects in real-time.
  • Transaction tracking: The system tracks all transactions with clients and providers, including orders, invoices, payments, and refunds. Users can monitor transaction status, view payment history, and generate reports for financial analysis and reconciliation.
Hekaya

2 sep 2024

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Seamless solutions to manage your clients and providers.